Retail Reporting Specialist

John Hancock; Massachusetts; Remote; USD 62,000 - 103,000; Full time

Job summary

John Hancock is seeking a Retail Reporting Specialist to complete cyclical due diligence questionnaires for products offered through John Hancock Investment Management, including mutual funds, ETFs, and closed-end funds. The role supports the Retail Distribution teams and partners with Global Proposal Services.

This 100% remote position welcomes candidates in the United States and Canada, with reporting to the Director, Proposal Services, US & Asia.

Qualifications

• Minimum of 2 to 4 years of related experience in the financial services industry.
• Proven ability to manage multiple concurrent projects, prioritize tasks, and meet deadlines.
• Excellent organization and project management skills, with strong attention to detail.
• Strong analytical skills and ability to identify data inaccuracies.

Responsibilities

• Drive client retention by completing periodic DDQs accurately and on time.
• Prepare, edit, and complete monthly, quarterly, annual, and ad hoc questionnaires.
• Coordinate DDQ production to meet quality standards.
• Research and validate responses using approved databases and sources.
• Collaborate with subject matter experts to source ad hoc responses.
• Support additional team projects as required.

Skills

Written and verbal communication

Project management

Attention to detail

Multitasking

Data analysis

Adobe

Microsoft Office

Education

Bachelor's or Associate’s degree in business/related field

Tools

Adobe

Microsoft Office (Word, Excel, PowerPoint)

Job description

Summary

The Retail Reporting Specialist will complete cyclical due diligence questionnaires (DDQs) for products offered through John Hancock Investment Management, including mutual funds, ETFs, and closed-end funds. The role supports the Retail Distribution teams by delivering accurate, timely, and high-quality questionnaire responses. As a member of the Global Proposal Services team, the specialist will collaborate with colleagues who support the institutional product offerings of Manulife Investment Management. This position reports to the Director, Proposal Services, US & Asia. 100% work from home. Open to candidates in the United States and Canada.

Position Responsibilities

• Drive client retention efforts by completing periodic DDQs accurately and on time.
• Prepare, edit, and complete monthly, quarterly, annual, and ad hoc questionnaires within established deadlines.
• Coordinate all aspects of the DDQ production process to ensure deliverables meet firm quality standards.
• Research and validate responses using approved databases and other identified sources.
• Partner with subject matter experts at various levels of the organization to source and confirm ad hoc responses.
• Support additional team projects as required.

Required Qualifications

• Minimum of 2 to 4 years of related experience in the financial services industry.
• Highly effective written and verbal communication skills, with the ability to work effectively with various levels of management and internal clients.
• Proven ability to manage multiple concurrent projects, prioritize tasks, and consistently meet strict deadlines while producing high-quality work.
• Excellent organization and project management skills, with strong attention to detail.
• Strong analytical skills and the ability to identify inaccurate or inconsistent data.
• Ability to work effectively and respectfully with people who bring diverse skills, backgrounds, and experience.
• Self-motivated, with an entrepreneurial mindset, a strong sense of ownership, and the ability to work independently or collaboratively as needed.
• Proficiency with Adobe and Microsoft Office applications, including Word, Excel, and PowerPoint.

Preferred Qualifications

• Experience with retail or mutual fund reporting.
• Bachelor's or Associate’s degree, preferably in business, marketing, communications, or a related field
• Experience using Qvidian or Loopio.

When you join our team

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

The role being advertised is an existing vacancy.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [e-mail].

Referenced Salary Location

USA, Massachusetts - Full Time Remote

Working Arrangement

Remote

Salary range is expected to be between

$61,875.00 USD - $103,125.00 USD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location.

Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify

Company: John Hancock Life Insurance Company (U.S.A.)